Client Portal
Understand the client-facing portal for project plans, team, updates, documents, conversations, action items, hours, invoices, forms, and CSAT.
Client Portal
The client portal gives customers a controlled, branded view of project information.
Portal Access
Portal users usually access a project through an email invitation or secure magic link.
The invitation is tied to:
- The project.
- The contact email.
- The organization.
- An expiration window.
What Clients Can See
Depending on portal settings and permissions, clients may see:
- Project overview.
- Plan, phases, milestones, and visible tasks.
- Project team.
- Status updates.
- Documents and files.
- Conversations.
- Action items.
- Logged hours.
- Invoices.
- Forms.
- CSAT feedback.
Project Overview
The overview shows high-level project information such as:
- Project name.
- Description.
- Status.
- Health.
- Start and end dates.
- Progress.
- Account name.
- Project owner.
- Organization branding.
Plan, Tasks, and Milestones
The plan view shows client-visible phases, tasks, and milestones.
Internal-only tasks or sensitive delivery details should not be exposed unless intentionally marked visible.
Status Updates
Status updates communicate progress, risks, and next steps. A published update can include:
- Title.
- Body.
- Health status.
- Author.
- Publish date.
Use status updates to keep customers aligned without sending separate manual summaries.
Documents and Files
Portal documents and files can include:
- Written project documents.
- Uploaded files.
- External links.
- Supporting attachments.
Only share documents that are intended for client access.
Conversations and Action Items
Portal conversations let clients and the delivery team discuss project topics in context. Action items track client-facing follow-ups.
Use clear titles and owners so the client knows what needs attention.
Invoices and Hours
When enabled, clients can review project invoices and logged hours from the portal.
Finance and delivery teams should confirm visibility settings before exposing billing details.
CSAT
CSAT feedback helps collect customer sentiment during or after delivery.
Use it to identify satisfaction trends and follow up on concerns early.